Mercer

Mercer has over 40 years’ experience of delivering investment outcomes for charities, endowments and foundations globally. A dedicated team of charity investment specialists ensures Mercer fully understand the requirements and specialism required for this market. Mercer’s focus is on providing advice, investment solutions and portfolio implementation that deliver on objectives such as strong performance, capital preservation, income generation, cost management, responsible investment policy alignment and best practice governance structures. Mercer is uniquely placed to help meet these goals, integrating their heritage in advisory services, investment management and market leading ESG research. Mercer’s portfolio solutions use highly rated managers across asset classes to help clients meet their investment objectives and allow foundations to focus on the impact of their philanthropic mission.

Mercer at ACF Annual Conference

Network – Design your blueprint for resilience

Prepare yourself and your portfolio today
to stay on top of whatever lies ahead

As part of ACF’s Annual Conference, Mercer is delighted to offer a dedicated governance check-up for your individual foundation. Using the framework of Mercer’s governance checklist, a meeting will be arranged during conference week (23-27 November) for representatives from your foundation with Mercer’s governance experts.

Each meeting will last up to 45 minutes, and will go through principles of good governance then focus on your foundation’s particular context. To maximise the session, we would recommend that a member of the senior leadership team and a trustee with investment oversight responsibilities should attend. Places are limited, book early to avoid disappointment.

Mercer Resources

How are you adapting and reinventing for a radically different world?
Mercer would like to invite you to participate in their 2021 Not-for-profit (“NFP”) Investment Trends Survey and share your views on challenges and opportunities facing your organisation. With 2020 a turbulent year for most, the study will explore how your peers face many of today’s challenges from sustainability and ESG considerations to governance and investment decision making. Have your say by taking the short survey today.

Take the survey.

Mercer share their insights and research through webinars, videos, and reports, with a focus on climate change, ESG integration, the impact of Covid-19, and getting your governance right. Full insights available here.

Uncertain times need extra focus – are you prepared for what’s next?

Your blueprint for resilience (2020):

Outlines 12 key steps you can take now to strengthen your governance framework in line with your strategic vision.

Investing in a time of climate change – the sequel:

Investing in a time of climate change – the sequel (2019):

Mercer’s latest climate scenario model based on 2°C, 3°C and 4°C average warming increases on preindustrial levels, over three timeframes – 2030, 2050 and 2100.

Articles

Mercer awarded top accolade for responsible investment strategy and governance by PRI

As a consultant, Mercer was a founding signatory to the Principles for Responsible Investment (PRI) in 2006, when they also helped shape its original statements and aims. Mercer were one of the first consultants to pioneer responsible investment, and have worked with the PRI and other international organisations to promote best practice around the world for almost two decades. Now, in 2020, Mercer are proud to have been awarded an A+ and six As from the PRI for their $306bn of assets under management in investment solutions across public and private markets. Read more.

Private markets: broad opportunities, enhanced diversification and higher yield

Private markets are becoming increasingly popular as investors shift parts of their portfolios away from publicly traded assets in order to diversify their risk and return drivers.   However, accessing managers that invest in private markets can be challenging for some investors – watch the short video.

Podcast – private credit

A rapid sell-off across major investment markets was just one of the challenges linked to this year’s pandemic. Private credit bore much of this downward force, significantly disrupting the plans of corporate entities who are now facing medium-term funding shortfall. Joe Abrams, Mercer European Head of Private Debt, talks about the opportunities for long-term investors in private credit assets, driven by both cyclical and secular changes. Listen to the podcast.

Contact the team

Paul Fleming, Head of Investment Solutions

Paul is Head of Investment Solutions for UK Endowments and Foundations and joined Mercer in 2018. Based in London, Paul works closely with Endowment & Foundation clients with various governance requirements to support efficient implementation of Mercer’s strategic advice. Email Paul.

Tom Noall, Investment Consultant

Tom is a Consultant within Mercer’s investment business. He is responsible for advising clients on a wide range of investment issues and is a specialist within the Endowment & Foundations sector. Email Tom.

Nathalie Degans, Investment Consultant

Nathalie is a Senior Investment Consultant within Mercer’s Fiduciary business and is part of the Investment Solutions Client Team. Her focus is servicing Foundation & Endowment and Insurance clients. Her role includes advising clients on their governance framework, portfolio construction, including ESG and Responsible Investing integration, asset allocation and fund selection. She joined Mercer in September 2019 and is based in London. Email Nathalie.

Inge West, Responsible Investment Consultant

Inge is a consultant in Mercer’s Responsible Investment team. She contributes to new intellectual capital and integrating responsible investment within Mercer globally. Inge focusses on the Delegated Solutions business and assists institutional investors on sustainable investment strategies and on integrating ESG factors through their investment process. Email Inge.